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VerifiedFinancial Services· Founded 2006

Moneysprite

Moneysprite is a UK based financial advice firm, specialising in mortgages, wealth protection and investments for individuals and corporate clients. Our services include: Mortgages - residential, first time buyer, buy-to-let, commercial, bridging. Wealth protection - life assurance, critical illness, family income benefit, IHT planning, permanent health insurance, key man and shareholder protection. Investments - ISAs, pension and reviews, corporate and company schemes, auto-enrolment, VCTs, EIS, unit trusts, bonds and platform tax-efficient wrappers. We start by looking to understand our client's individual needs and objectives, and then help you achieve them in the most efficient, helpful manner possible. We are a UK wide service. We offer meetings at our offices, or at your home or workplace subject to location. Telephone and Skype is also used by our advisers and clients, who are not within reach of a local office. As a socially responsible and ethical company, we are always keen to hear from equally experienced advisers, who believe "amazing" should be the standard to achieve everyday for our clients. Please get in touch if this is you.

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HeadquartersLondon, United KingdomEmployees37(11 to 50)Founded year2006Websitemoneysprite.comLinkedIn profileLinkedIn

Verified contacts

29

available on Kipplo

LinkedIn employees

37

11 to 50 range

Open roles

no listings

Distinct roles

17

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Moneysprite

17 distinct titles indexed · top 10 shown.

  • 3financial adviser
  • 3financial advisor
  • 2mortgage & protection adviser
  • 2mortgage advisor
  • 2mortgage and protection adviser
  • 2mortgage broker
  • 2mortgage consultant
  • 1business administrator
  • 1compliance manager
  • 1director
  • +7more titles

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